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Get your taxes done using TurboTax
Thanks Julie,
This fixed the problem. Understand that wrong owner of the W-2 was the cause of the miscalculation, but after uploading the W2s (same as previous year) this wasn't obvious, since W2s are generally something I have not needed to review for accuracy over the many years I have filed. Other forms of income and credits/deductions tend to get more scrutiny before I file.
I spent quite a bit of time trying to find details in my return summary that would indicate an excess contribution- and why it was calculated as such, but couldn't find any.
March 20, 2024
8:06 AM